See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,708 | $114,381-36.4% | $107,525-32.4% | $142,382-48.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 4.59% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $11,834 | $4,015+194.8% | $3,754+215.3% | $4,299+175.3% |
| Participant deferral / active EE | $7,471 | $5,564+34.3% | $5,116+46.0% | $6,507+14.8% |
| Admin fee / account holder | $1,820 | $9,860-81.5% | $8,919-79.6% | $12,624-85.6% |